See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,687 | $65,365+182.5% | $92,893+98.8% | $72,985+153.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.23% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $12,629 | $2,594+386.8% | $3,653+245.8% | $2,440+417.6% |
| Participant deferral / active EE | $13,644 | $3,128+336.1% | $4,236+222.1% | $3,607+278.2% |
| Admin fee / account holder | $9,062 | $4,251+113.2% | $5,794+56.4% | $5,124+76.9% |